-10.8%
WEAT vs VT
+75.0%
-85.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -5.4% | +0.4% | -5.8% | -5.4% |
| 30D | +10.1% | +1.0% | +9.1% | +10.1% |
| 3M | +17.9% | +2.4% | +15.5% | +18.0% |
| 6M | +21.6% | +12.0% | +9.6% | +22.2% |
| YTD | +32.6% | +15.3% | +17.3% | +33.2% |
| 1Y | +27.1% | +22.6% | +4.5% | +27.5% |
| All | -10.8% | +75.0% | -85.8% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling